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Additional Responsibilities Include, but are not limited to:
Act as product owner for the performance and attribution reporting platform
Manage a team of reporting analysts
Coordinate client reporting assignments
Ensure analysts are properly trained
Ensure desk procedures are up to date
Act as intermediary with portfolio accounting team and performance team
Act as the point of contact to clients and client managers, as needed, for any new client reporting needs
Basic Qualifications
Bachelor's degree, or equivalent experience
Three to five years of experience in investment and securities industry
Preferred Skills/Experience
Thorough understanding of investment management and investment performance reporting
Prior experience managing, coaching and/or mentoring team members
Strong analytic skills with the ability to extract, collect, organize, analyze and interpret results for insights
Ability to data mine, analyze data, and present insights in a meaningful way
Strong decision-making and problem-solving skills
Strong organization and project management skills
Excellent verbal and written communication skills
Ability to embrace and lead through change
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
EEO is the Law
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $102,340.00 - $120,400.00 - $132,440.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
U.S. Bank accepts applications for this position on an ongoing basis.These jobs might be a good fit